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2024 Tax Prep Course for Beginners
Module 1 : Introduction to Tax Preparation
Section One: The Role of the Tax Preparer (4:30)
Circular 230 : Explained (3:06)
Circular 230 - Download
PTIN Explained
PTIN Checklist
PTIN Walkthrough - How to obtain your PTIN (5:44)
Module One Quiz
Module 1 : Part Two
Module 1 - Zoom Call Recording (46:25)
Sign preparer Agreement
Onboarding Form: Payroll/Software
Section Two: Basic Tax Terminology (7:05)
Tax Terminology : Cheat Sheet
Filing Status : Flow Chart Download (Resource)
PUBLICATION 501 - Download
Module 2: Filing Requirement & Dependents
Who's required to file (3:13)
Who is required to File - Download
Who is Considered a Dependent (8:03)
Due Diligence Training (0:42)
Software Training
OLT PRO- Completing a Return (Direct Input Mode)
OLTPRO- Completing a Return (Interview Mode)
OLT PRO - Completing an Amended Return
OLT PRO - Completing Prior Year returns
Taxslayer Pro Vs Desktop - Comparison
Taxslayer Pro - Desktop Orientation Part 1
Taxslayer Pro - Desktop Orientation Part 2
Taxslayer Pro - Pro Web (Cloud Based) Orientation Part 1
Taxslayer Pro - Pro Web (Cloud Based) Orientation Part 2
Taxslayer Pro - Pro Web (Cloud Based) Orientation Part 3
Module 3: Income & Adjustments to Income
Income & Adjustments to Income
Module 4: Tax Deductions & Credits
Section One: Understanding Tax Credits
Section Two: Understanding Tax Credits
OLT PRO - Completing Prior Year returns
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